|
51
|
Comerica Bank
Dallas,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
52
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$293K
|
-$105K
|
-5,135
|
-26%
|
|
|
53
|
Westside Investment Management
Santa Monica,
California
|
$285K
|
–
|
–
|
–
|
|
|
54
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$267K
|
-$5.63K
|
-275
|
-2%
|
|
|
55
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$267K
|
-$1.98K
|
-97
|
-0.7%
|
|
|
56
|
Centaurus Financial
Anaheim,
California
|
$262K
|
–
|
–
|
–
|
|
|
57
|
Strategic Equity Management
Tucson,
Arizona
|
$243K
|
+$244K
|
+11,912
|
New
|
|
|
58
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$241K
|
+$12.3K
|
+602
|
+5%
|
|
|
59
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$234K
|
–
|
–
|
–
|
|
|
60
|
Silver Oak Securities
Jackson,
Tennessee
|
$214K
|
-$409
|
-20
|
-0.2%
|
|
|
61
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$164K
|
+$7.43K
|
+363
|
+5%
|
|
|
62
|
Private Trust Company
Cleveland,
Ohio
|
$149K
|
–
|
–
|
–
|
|
|
63
|
Harbour Investments
Madison,
Wisconsin
|
$86.9K
|
–
|
–
|
–
|
|
|
64
|
Geneos Wealth Management
Englewood,
Colorado
|
$66.2K
|
–
|
–
|
–
|
|
|
65
|
Joseph Group Capital Management
Columbus,
Ohio
|
$58.6K
|
-$10.1K
|
-495
|
-15%
|
|
|
66
|
Principal Securities
Des Moines,
Iowa
|
$53.7K
|
-$6.38K
|
-312
|
-11%
|
|
|
67
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$3.2K
|
-$1.94K
|
-95
|
-38%
|
|
|
69
|
Farther Finance Advisors
San Francisco,
California
|
$2.8K
|
-$192K
|
-9,406
|
-99%
|
|
|
70
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.13K
|
–
|
–
|
–
|
|
|
71
|
AlphaQ Advisors
Winter Park,
Florida
|
–
|
-$10.3M
|
-499,146
|
Closed
|
|
|
72
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
–
|
-$1.26M
|
-60,999
|
Closed
|
|
|
73
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$666K
|
-32,220
|
Closed
|
|
|
74
|
Vertex Planning Partners
Downers Grove,
Illinois
|
–
|
-$246K
|
-11,913
|
Closed
|
|
